Stephen joined GSG Capital in October of 2017 as Managing Director and Equity Portfolio Manager. Prior to joining GSG, Stephen was the Equity Portfolio Manager at Livian & Co, LLC. Stephen joined the firm when it had $30M in assets under management (AUM) as the second investment professional and helped the firm grow to over $150M in AUM. His primary responsibilities were managing the Livian Equity Opportunity Fund and co-managing the Livian High Income Opportunity Fund. Stephen also represented public equity on the Investment Committee. He lead the investment team in practicing rigorous, bottom-up, fundamental equity research in the process of stock selection within an organized macroeconomic and secular framework.
Before joining Livian & Co, LLC, Stephen accumulated 10 years of institutional investment experience as the sole Investment Analyst for the $1.5B James Irvine Foundation and as Senior Analyst for Callan Associates, advising endowments, foundations and defined benefit pension plans. He became a CFA charter holder in 2006 and earned an MSc degree in Economics at the University Pompeu Fabra in Barcelona in 2010.
A native Californian, born in Orange County, Stephen is very excited to be back in Southern California after 7 years in New York City.